See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,131 | $95,803-44.5% | $113,168-53.1% | $84,808-37.4% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 17.97% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,068 | $2,360+30.0% | $2,975+3.1% | $2,631+16.6% |
| Participant deferral / active EE | $4,888 | $4,242+15.2% | $5,107-4.3% | $4,212+16.1% |
| Admin fee / account holder | $5,965 | $8,989-33.6% | $12,068-50.6% | $7,344-18.8% |